Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$4.92M Buy
2023
Q3
Sell
2023
Q2
$225K Hold
2023
Q1
$224K Sell
2022
Q4
$234K Buy
2022
Q3
Sell
2022
Q2
$369K Buy
2020
Q4
Sell
2020
Q3
$417K Sell
2020
Q2
$465K Sell
2020
Q1
$449K Sell
2019
Q4
$608K Buy
2013
Q4
Sell
2013
Q3
$477K Sell
2013
Q2
$533K Buy